Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 864 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,497
shares
|
$278,440
0.0% of portfolio
|
Q3 2024
Reduced 32.88%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
2,495
shares
|
$278,217
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,491
shares
|
$277,771
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,489
shares
|
$277,548
0.01% of portfolio
|
Q3 2023
Reduced 44.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,483
shares
|
$276,879
0.14% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$275,764
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,448
shares
|
$272,976
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
2,442
shares
|
$272,307
0.19% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
2,438
shares
|
$271,861
0.08% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,387
shares
|
$266,174
0.04% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$264,278
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,361
shares
|
$263,275
0.14% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,361
shares
|
$263,275
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$263,163
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,345
shares
|
$261,490
0.11% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,331
shares
|
$259,929
0.09% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,329
shares
|
$259,706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,309
shares
|
$257,476
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,304
shares
|
$256,919
0.09% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,300
shares
|
$256,473
0.01% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,294
shares
|
$255,803
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,292
shares
|
$255,580
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
2,280
shares
|
$254,242
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,273
shares
|
$253,462
0.1% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$253,239
0.15% of portfolio
|
Q4 2021
New holding
|